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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RET.INS & ANNUITY COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,329 | $100,041-72.7% | $149,718-81.7% | $70,131-61.0% |
| Participation rate | 66.3% | 83.6%-17.3pp | 87.1%-20.8pp | 69.5%-3.3pp |
| Annual return | 16.12% | 27.43%-11.3pp | 1501.63%-1485.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,861 | $3,662-49.2% | $5,445-65.8% | $2,342-20.6% |
| Participant deferral / active EE | $3,265 | $4,983-34.5% | $6,569-50.3% | $3,332-2.0% |
| Admin fee / account holder | $410 | $8,286-95.1% | $11,283-96.4% | $4,645-91.2% |